9258 Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.84M | Hold |
|
|||||
|
2024
Q2 | $1.86M | Hold |
|
|||||
|
2024
Q1 | $1.93M | Hold |
|
|||||
|
2023
Q4 | $1.68M | Hold |
|
|||||
|
2023
Q3 | $1.51M | Hold |
|
|||||
|
2023
Q2 | $1.56M | Buy |
|
|||||
|
2023
Q1 | $1.4M | Hold |
|
|||||
|
2022
Q4 | $1.6M | Hold |
|
|||||
|
2022
Q3 | $1.48M | Hold |
|
|||||
|
2022
Q2 | $1.34M | Hold |
|
|||||
|
2022
Q1 | $1.65M | Hold |
|
|||||
|
2021
Q4 | $1.51M | Hold |
|
|||||
|
2021
Q3 | $1.39M | Sell |
|
|||||
|
2021
Q2 | $1.3M | Sell |
|
|||||
|
2021
Q1 | $1.78M | Sell |
|
|||||
|
2020
Q4 | $1.39M | Buy |
|
|||||
|
2020
Q3 | $1.11M | Hold |
|
|||||
|
2020
Q2 | $999K | Sell |
|
|||||
|
2020
Q1 | $1.02M | Hold |
|
|||||
|
2019
Q4 | $1.38M | Hold |
|
|||||
|
2019
Q3 | $1.28M | Hold |
|
|||||
|
2019
Q2 | $1.31M | Hold |
|
|||||
|
2019
Q1 | $1.24M | Hold |
|
|||||
|
2018
Q4 | $1.15M | Buy |
|